Family office.
Smart, holistic, personal

For hard-working professionals who feel alone in managing their

financial plans and portfolios

For hard-working professionals who feel alone in managing their

financial plans and portfolios

Family office.
Smart, holistic, personal

For investors who feel alone in maintaining a systematic approach to portfolio management and financial planning

Financial superpowers shouldn't belong to just the 

ultra-wealthy

Financial superpowers shouldn't belong to just the 

ultra-wealthy

Financial superpowers shouldn't belong to just the 

ultra-wealthy

Portfolio tracking

Connect your accounts and get a consolidated view of your portfolio in relation to market, country, inflation and currency risks

Cash flow planning

Effectively plan your stock & real estate sale, new home & car purchase, family addition, immigration, retirement, and other big events with our tools

Investment advisor

You’re in a good company

Goldman Sachs provides best-in-class financial planning and investment advice for our members.

Concierge

Your manager will work with our vetted legal, tax, and investment partners to hit your goals

Your professional manager will work with our legal, tax, and investment professionals to hit your goals

Review your legal agreements and tax fillings

Plan stock sale

Source venture capital, private equity and real estate deals

Create a foundation or donor advised fund

Acquire life & health insurance

Register and maintain holding company

Obtain the best loan terms

Meet pre-vetted tax, legal and accounting professional

Set up an estate plan & trusts

Immigration planning for family

Set up an estate plan

Meet pre-vetted tax, legal and accounting professional

We really care

Our partners offer exclusive health & wellness services to members and their family members

  • Salu

    24/7 medical concierge and preventive care

  • Synlab

    Full body examination package

  • Lyfery

    New generation life insurance

  • Elsavie

    Microbiome and gut health examination

  • Stebby

    Wellness products for all your family

  • Salu

    24/7 medical concierge and preventive care

  • Synlab

    Full body examination package

  • Lyfery

    New generation life insurance

  • Elsavie

    Microbiome and gut health examination

  • Stebby

    Wellness products for all your family

Matching bank-level security standards

High security data centers located in EU, US and Singapore

Compliance with EU GDPR and adherence to strict data privacy policies

Real-time threat detection systems

End-to-end encryption using AES & SHA-256

Access control enforced through multi-factor authentication

We do not store your banking account credentials

Real-time threat detection systems

Access control enforced through multi-factor authentication

We does not store your banking account credentials

FAQ

What is your mission?

How does the client experience work?

What services do you provide?

Who are your typical clients?

FAQ

What is your mission?

How does the client experience work?

What services do you provide?

Who are your typical clients?

Finally you’ll have time to think about what matters

Book a call

Finally you’ll have time to think about what matters

Book a call